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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
GWAG
1226
Garrett Wealth Advisory Group
Texas
$601K +$65.1K +575 +11%
WIC
1227
Wilkins Investment Counsel
Massachusetts
$600K – – –
GFP
1228
Gryphon Financial Partners
Ohio
$599K +$56.9K +502 +10%
ECM
1229
Eisler Capital Management
United Kingdom
$598K +$628K +5,541 New
BHC
1230
Bowen Hanes & Co
Florida
$597K – – –
PCA
1231
Prosperity Capital Advisors
Ohio
$597K +$47.1K +416 +8%
PVM
1232
Palogic Value Management
Texas
$597K – – –
APIM
1233
Agate Pass Investment Management
Washington
$596K -$5.66K -50 -0.9%
PWP
1234
Phillips Wealth Planners
Mississippi
$593K +$30.2K +267 +5%
RFA
1235
Register Financial Advisors
Georgia
$588K +$227 +2 +0%
RCM
1236
RB Capital Management
Nevada
$588K +$3.06K +27 +0.5%
Q1WB
1237
Quest 10 Wealth Builders
Virginia
$587K +$617K +5,448 New
CF
1238
Centaurus Financial
California
$583K +$30.1K +266 +5%
RPCONE
1239
Retirement Planning Company of New England
Rhode Island
$582K -$6.68K -59 -1%
TC
1240
Trilogy Capital
California
$581K -$10.2K -90 -2%
TF
1241
Tudor Financial
Ohio
$580K +$154K +1,363 +34%
CAG
1242
Crestwood Advisors Group
Massachusetts
$580K +$31.8K +281 +6%
FI
1243
Finivi Inc
Massachusetts
$579K +$29.3K +259 +5%
CWP
1244
Cyndeo Wealth Partners
Florida
$577K +$2.38K +21 +0.4%
FBB
1245
Fulton Breakefield Broenniman
Maryland
$577K +$106K +936 +21%
PAI
1246
Pittenger & Anderson Inc
Nebraska
$576K – – –
AF
1247
Apexium Financial
Texas
$576K +$23.8K +210 +4%
FFG
1248
First Financial Group
North Carolina
$575K +$605K +5,339 New
GWM
1249
GSB Wealth Management
Connecticut
$575K +$1.59K +14 +0.3%
CAMV
1250
Concord Asset Management (Virginia)
Virginia
$575K +$58.6K +517 +11%
48 49
50
51 52